Free Trial
→ New “Trump” currency proposed in DC (From Paradigm Press) (Ad) Buy DFSV Stock  Free DFSV Stock Alerts

Dimensional US Small Cap Value ETF (DFSV) Institutional Ownership

Dimensional US Small Cap Value ETF logo
$28.84 -0.26 (-0.89%)
As of 03/25/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Dimensional US Small Cap Value ETF (NYSEARCA:DFSV)

Number of
Institutional Buyers
(last 12 months)
311
Total
Institutional Inflows
(last 12 months)
$1.07B
Number of
Institutional Sellers
(last 12 months)
98
Total
Institutional Outflows
(last 12 months)
$107.22M
Get DFSV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional US Small Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DFSV Institutional Buying and Selling by Quarter

Remove Ads

Dimensional US Small Cap Value ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Avant Financial Advisors LLC258,759$7.97M7.2%N/A0.178%
3/17/2025 Wealth Enhancement Advisory Services LLC727,961$22.41M0.0%+29.0%0.511%
3/7/2025 Aegis Wealth Management LLC55,854$1.72M1.2%N/A0.039%
3/7/2025 Bannerman Wealth Management Group LLC8,206$253K0.2%N/A0.006%
3/3/2025 American Investment Services Inc.112,099$3.45M0.6%-1.3%0.079%
2/27/2025 XY Planning Network Inc.59,726$1.84M1.4%N/A0.060%
2/26/2025 Discipline Wealth Solutions LLC136,582$4.20M1.9%+14.4%0.137%
2/26/2025 Ballentine Capital Advisors Inc255,125$7.85M4.1%-0.3%0.256%
2/20/2025 Forum Financial Management LP49,290$1.52M0.0%N/A0.049%
2/19/2025 Pinney & Scofield Inc.105,731$3.25M2.5%N/A0.106%
2/19/2025 WCG Wealth Advisors LLC10,626$327K0.0%-3.9%0.011%
2/18/2025 McMill Wealth Management34,333$1.06M0.4%N/A0.034%
2/18/2025 Pettinga Financial Advisors LLC125,367$3.86M0.9%+73.5%0.126%
2/18/2025 Investmark Advisory Group LLC49,165$1.51M0.7%+6.1%0.049%
2/18/2025 Legacy Financial Group Inc.77,109$2.37M0.8%+4.9%0.077%
2/18/2025 Mosaic Family Wealth Partners LLC864,830$26.62M3.8%+4.8%0.867%
2/18/2025 McIlrath & Eck LLC192,731$5.93M0.8%+7.1%0.193%
2/18/2025 Focus Partners Advisor Solutions LLC719,160$22.14M0.4%+19.9%0.721%
2/17/2025 Vance Wealth LLC245,754$7.56M2.9%-1.3%0.246%
2/17/2025 Two Sigma Investments LP63,600$1.96M0.0%N/A0.064%
2/17/2025 True Wealth Design LLC66,188$2.04M0.8%-16.2%0.066%
2/17/2025 Studio Investment Management LLC1,279$39K0.0%N/A0.001%
2/17/2025 Safeguard Investment Advisory Group LLC740,889$22.81M6.3%+2.8%0.743%
2/17/2025 Quadcap Wealth Management LLC37,288$1.15M0.2%+8.4%0.037%
2/17/2025 Pathstone Holdings LLC3,104,289$95.56M0.4%+15.2%3.114%
2/17/2025 Lionshead Wealth Management LLC7,010$216K0.2%N/A0.007%
2/17/2025 Greenline Partners LLC181,365$5.58M0.8%N/A0.182%
2/17/2025 Focus Partners Wealth1,999,597$61.55M0.2%+11.8%2.006%
2/17/2025 Evensky & Katz LLC57,034$1.76M0.1%-23.6%0.057%
2/17/2025 EP Wealth Advisors LLC2,151,513$66.22M0.5%-8.1%2.158%
2/17/2025 Cetera Investment Advisers12,364$381K0.0%N/A0.012%
2/17/2025 Cardiff Park Advisors LLC320,433$9.86M0.9%+1.5%0.321%
2/17/2025 Cary Street Partners Financial LLC14,360$442K0.0%N/A0.014%
2/17/2025 Bank of America Corp DE1,569,990$48.32M0.0%+16.2%1.575%
2/17/2025 Ancora Advisors LLC142,738$4.39M0.1%+10.4%0.143%
2/14/2025 Mercer Global Advisors Inc. ADV8,274$255K0.0%-93.5%0.008%
2/14/2025 Rehmann Capital Advisory Group67,965$2.09M0.1%+4.3%0.068%
2/14/2025 Navigoe LLC199,129$6.13M6.0%N/A0.200%
2/14/2025 Northern Trust Corp617,498$19.01M0.0%+25.4%0.619%
2/14/2025 Beacon Pointe Advisors LLC194,017$5.97M0.1%+3.2%0.195%
Trump’s Great Society (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
2/14/2025 Betterment LLC118,220$3.64M0.0%+55.9%0.119%
2/14/2025 Oak Wealth Advisors LLC67,984$2.09M1.6%N/A0.068%
2/14/2025 Kovitz Investment Group Partners LLC151,328$4.66M0.0%-0.3%0.152%
2/14/2025 Keyvantage Wealth LLC9,240$284K0.2%N/A0.009%
2/14/2025 Stifel Financial Corp116,676$3.59M0.0%-1.3%0.117%
2/14/2025 OneDigital Investment Advisors LLC386,071$11.88M0.1%-0.7%0.387%
2/14/2025 Wealth Dimensions Group Ltd.384,625$11.84M2.9%+9.3%0.386%
2/14/2025 BOS Asset Management LLC249,848$7.69M2.8%+1.2%0.251%
2/14/2025 Forum Financial Management LP49,290$1.52M0.0%N/A0.049%
2/14/2025 Freedom Investment Management Inc.293,912$9.05M0.8%-6.7%0.295%
2/14/2025 GeoWealth Management LLC36,421$1.12M0.0%+60.2%0.037%
2/14/2025 Arista Wealth Management LLC1,710,771$52.66M12.6%+3.4%1.716%
2/13/2025 Tobias Financial Advisors Inc.295,916$9.11M1.8%+6.3%0.297%
2/13/2025 Strategic Investment Solutions Inc. IL272,002$8.12M2.6%+18.1%0.273%
2/13/2025 Cravens & Co Advisors LLC113,180$3.48M2.7%+0.9%0.114%
2/13/2025 NewEdge Advisors LLC1,013,030$31.18M0.2%+4.9%1.016%
2/13/2025 Verisail Partners LLC15,270$470K0.2%N/A0.015%
2/13/2025 Rather & Kittrell Inc.446,722$13.75M3.2%+6.0%0.448%
2/13/2025 Main Street Financial Solutions LLC10,733$330K0.0%-7.8%0.011%
2/13/2025 Mariner LLC279,462$8.60M0.0%+4.5%0.280%
2/13/2025 SageView Advisory Group LLC57,429$1.77M0.1%-0.9%0.058%
2/13/2025 Savvy Advisors Inc.7,255$223K0.0%N/A0.007%
2/13/2025 Rockefeller Capital Management L.P.42,758$1.32M0.0%N/A0.043%
2/13/2025 Oder Investment Management LLC12,645$389K0.3%N/A0.013%
2/13/2025 Glass Jacobson Investment Advisors llc30,232$931K0.3%+7.2%0.030%
2/13/2025 Cahill Wealth Management LLC269,456$8.29M4.2%+4.1%0.270%
2/13/2025 Redwood Park Advisors LLC1,681$52K0.0%N/A0.002%
2/13/2025 Raymond James Financial Inc.1,203,680$37.05M0.0%N/A1.207%
2/13/2025 Advisory Services Network LLC17,081$526K0.0%+32.4%0.017%
2/13/2025 Renaissance Technologies LLC33,900$1.04M0.0%N/A0.034%
2/13/2025 Bank of Montreal Can694,921$21.39M0.0%+6.0%0.697%
2/13/2025 Cerity Partners LLC789,402$24.30M0.1%+19.1%0.792%
2/13/2025 Peapack Gladstone Financial Corp345,821$10.64M0.2%+13.1%0.347%
2/13/2025 Hurley Capital LLC5,063$156K0.1%N/A0.005%
2/13/2025 Envestnet Asset Management Inc.1,031,381$31.75M0.0%+3.4%1.034%
2/13/2025 Wells Fargo & Company MN3,877$119K0.0%-9.1%0.004%
2/12/2025 Astra Wealth Partners LLC15,095$465K0.4%N/A0.015%
2/12/2025 Grant Private Wealth Management Inc65,513$2.02M2.2%N/A0.066%
2/12/2025 Martin Worley Group71,966$2.22M1.4%N/A0.072%
2/12/2025 Disciplined Investors L.L.C.114,527$3.50M3.4%N/A0.115%
2/12/2025 Huntington National Bank1,049$32K0.0%N/A0.001%
2/12/2025 Riggs Capital Management LLC20,672$636K0.6%N/A0.021%
2/12/2025 Prudent Man Investment Management Inc.14,277$439K0.2%N/A0.014%
2/12/2025 C M Bidwell & Associates Ltd.23,021$709K0.4%+5.9%0.023%
2/12/2025 Physician Wealth Advisors Inc.25,643$789K0.1%+14.5%0.026%
2/12/2025 Life Planning Partners Inc9,521$309K0.0%N/A0.010%
2/12/2025 Orion Portfolio Solutions LLC24,364$750K0.0%+13.3%0.024%
2/12/2025 Riverchase Wealth Management LLC19,526$601K0.4%N/A0.020%
2/12/2025 Hippocratic Financial Advisors LLC153,827$4.74M3.3%N/A0.154%
2/12/2025 JPMorgan Chase & Co.300,957$9.26M0.0%+6.1%0.302%
The Dirty Secret About Gold Mining Stocks... (Ad)

Here's something most gold analysts won't tell you: 90% of gold mining companies actually destroy shareholder value over time. Even as gold prices rise.

Right now, I've found 4 miners showing the exact same pattern as previous 100-baggers.
2/12/2025 Foundation Wealth Management LLC PA169,451$5.22M2.5%N/A0.170%
2/12/2025 Financial Engines Advisors L.L.C.162,405$5.00M0.0%+82.8%0.163%
2/11/2025 Jackson Thornton Wealth Management LLC888,800$27.36M3.5%+7.3%0.891%
2/11/2025 Clune & Associates LTD.74,072$2.28M0.8%N/A0.074%
2/11/2025 LPL Financial LLC1,224,192$37.68M0.0%+18.2%1.228%
2/11/2025 Blueprint Investment Partners LLC18,874$581K0.1%N/A0.019%
2/11/2025 von Borstel & Associates Inc.516,191$15.89M6.2%+46.2%0.518%
2/11/2025 Millstone Evans Group LLC8,732$269K0.2%N/A0.009%
2/11/2025 Truepoint Inc.633,817$19.51M0.5%-3.7%0.636%
2/11/2025 Elevate Wealth Advisory Inc.9,889$304K0.2%+18.6%0.010%
(Data available from 1/1/2016 forward)

Remove Ads

DFSV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSV shares?

During the previous two years, 394 institutional investors and hedge funds held shares of Dimensional US Small Cap Value ETF. The most heavily invested institutionals were Scissortail Wealth Management LLC ($724.79M), Savant Capital LLC ($247.88M), Alaska Permanent Fund Corp ($234.57M), JMG Financial Group Ltd. ($167.39M), Merriman Wealth Management LLC ($155.05M), Mather Group LLC. ($128.50M), and Corient Private Wealth LLC ($122.32M).Learn more on DFSV's institutional investors.

Which institutional investors have been buying Dimensional US Small Cap Value ETF stock?

Of the 381 institutional investors that purchased Dimensional US Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Alaska Permanent Fund Corp ($8.21M), Savant Capital LLC ($5.56M), Mather Group LLC. ($4.17M), EP Wealth Advisors LLC ($2.67M), Raymond James Financial Inc. ($2.41M), Arista Wealth Management LLC ($2.25M), and Modera Wealth Management LLC ($2.20M).

How much institutional buying is happening at Dimensional US Small Cap Value ETF?

Institutional investors have bought a total of 75,029,859 shares in the last 24 months. This purchase volume represents approximately $2.12B in transactions.

Which Dimensional US Small Cap Value ETF major shareholders have been selling company stock?

Of the 128 institutional investors that sold Dimensional US Small Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alaska Permanent Fund Corp ($584.42K), Arista Wealth Management LLC ($571.42K), EP Wealth Advisors LLC ($515.67K), BetterWealth LLC ($400.73K), Aveo Capital Partners LLC ($392.60K), JMG Financial Group Ltd. ($252.36K), and Truepoint Inc. ($203.72K).

How much institutional selling is happening at Dimensional US Small Cap Value ETF?

Institutional investors have sold a total of 5,091,592 shares in the last 24 months. This volume of shares sold represents approximately $148.64M in transactions.


Related Companies

This page (NYSEARCA:DFSV) was last updated on 3/26/2025 by MarketBeat.com Staff
From Our Partners
DOGE could send 6 AI stocks through the roof
Stay alert for Elon Musk and the Department of Government Efficiency's next move … Expect an announcement f...
Weiss Ratings | Sponsored
New “Trump” currency proposed in DC
According to one of the most connected men in Washington… A surprising new bill was just introduced in Wash...
Paradigm Press | Sponsored
Why Elon put $51 million into this
Why Elon Musk Just Invested $51 Million Into Brand New “Miracle Metal” Developed by MIT Scientists
True Market Insiders | Sponsored
URGENT: Someone's Moving Gold Out of London...
People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “g...
Golden Portfolio | Sponsored
DOGE officially begins retirement transformation
Elon Musk's Department of Government Efficiency ("DOGE") just announced the first-ever "fully digital retireme...
Altimetry | Sponsored
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
A brutally honest economic warning for 2025 (see proof)
New York Times best-selling financial author and world-renowned economist Addison Wiggin (a man who’s worked s...
Banyan Hill Publishing | Sponsored
Now I look stupid. Real stupid...
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored